| 5/15/2024 | Beaird Harris Wealth Management LLC | 8,679 | $1.98M | 0.2% | -2.5% | 0.004% | |
| 5/15/2024 | Fairview Capital Investment Management LLC | 3,726 | $852K | 0.0% | +94.0% | 0.002% | |
| 5/15/2024 | BOKF NA | 26,350 | $5.97M | 0.1% | +20.2% | 0.011% | |
| 5/15/2024 | Kestra Advisory Services LLC | 240,636 | $55.01M | 0.4% | +23.0% | 0.097% | |
| 5/15/2024 | Steel Grove Capital Advisors LLC | 3,965 | $906K | 0.0% | -6.0% | 0.002% | |
| 5/15/2024 | LRI Investments LLC | 790 | $176K | 0.0% | N/A | 0.000% | |
|
| 5/15/2024 | 1832 Asset Management L.P. | 346,745 | $79.26M | 0.0% | -52.0% | 0.140% | |
| 5/15/2024 | Linscomb Wealth Inc. | 2,573 | $588K | 0.0% | -2.0% | 0.001% | |
| 5/15/2024 | Keeley Teton Advisors LLC | 17,646 | $4.03M | 0.5% | +10.5% | 0.007% | |
| 5/15/2024 | Stonebridge Capital Advisors LLC | 3,567 | $815K | 0.1% | +270.0% | 0.001% | |
| 5/14/2024 | JT Stratford LLC | 4,186 | $957K | 0.2% | +1.8% | 0.002% | |
| 5/14/2024 | Capital Group Private Client Services Inc. | 32,937 | $7.53M | 0.1% | +179.3% | 0.013% | |
| 5/14/2024 | Cadence Bank | 65,198 | $14.90M | 1.1% | +11.2% | 0.026% | |
| 5/14/2024 | Axxcess Wealth Management LLC | 71,146 | $16.26M | 0.4% | +11.6% | 0.029% | |
| 5/14/2024 | EP Wealth Advisors LLC | 97,605 | $22.31M | 0.3% | -3.0% | 0.039% | |
| 5/14/2024 | Wellington Wealth Strategies LLC. | 1,263 | $289K | 0.1% | N/A | 0.001% | |
| 5/14/2024 | Freestone Capital Holdings LLC | 20,011 | $4.58M | 0.2% | +8.6% | 0.008% | |
| 5/14/2024 | CreativeOne Wealth LLC | 99,089 | $22.65M | 0.9% | +18.7% | 0.040% | |
| 5/14/2024 | Robinson Capital Management LLC | 125 | $27K | 0.0% | -50.0% | 0.000% | |
| 5/14/2024 | Northwest Wealth Management LLC | 2,648 | $605K | 0.2% | -2.9% | 0.001% | |
| 5/14/2024 | Crewe Advisors LLC | 106,356 | $24.31M | 2.8% | -0.2% | 0.043% | |
| 5/14/2024 | Evermay Wealth Management LLC | 11,118 | $2.54M | 0.4% | -1.6% | 0.004% | |
| 5/14/2024 | Karpus Management Inc. | 316,295 | $72.30M | 2.1% | -6.8% | 0.128% | |
| 5/14/2024 | InterOcean Capital Group LLC | 4,074 | $931K | 0.0% | +31.5% | 0.002% | |
| 5/14/2024 | Pitcairn Co. | 1,257 | $287K | 0.0% | N/A | 0.001% | |
| 5/14/2024 | Oxford Financial Group LTD. LLC | 6,601 | $1.51M | 0.1% | -19.4% | 0.003% | |
| 5/14/2024 | Lake Street Advisors Group LLC | 12,891 | $2.95M | 0.1% | +59.0% | 0.005% | |
| 5/13/2024 | Bessemer Group Inc. | 207,969 | $47.54M | 0.1% | +1.2% | 0.084% | |
| 5/13/2024 | Windham Capital Management LLC | 8,123 | $1.86M | 1.5% | -38.7% | 0.003% | |
| 5/13/2024 | Atlanta Consulting Group Advisors LLC | 4,446 | $1.02M | 0.3% | N/A | 0.002% | |
| 5/13/2024 | Texas Capital Bank Wealth Management Services Inc | 2,428 | $555K | 0.1% | +7.2% | 0.001% | |
| 5/13/2024 | Balanced Rock Investment Advisors LLC | 3,822 | $874K | 0.7% | +31.7% | 0.002% | |
| 5/13/2024 | O Shaughnessy Asset Management LLC | 41,285 | $9.44M | 0.1% | +1.6% | 0.017% | |
| 5/13/2024 | Ameritas Investment Partners Inc. | 25,217 | $5.76M | 0.2% | +7.1% | 0.010% | |
| 5/13/2024 | PAX Financial Group LLC | 18,572 | $4.25M | 0.9% | -4.4% | 0.007% | |
| 5/11/2024 | Spreng Capital Management Inc. | 3,598 | $822K | 0.4% | -4.7% | 0.001% | |
| 5/11/2024 | Trustmark National Bank Trust Department | 327,550 | $74.88M | 6.1% | +5.1% | 0.132% | |
| 5/11/2024 | Davis R M Inc. | 440,655 | $100.73M | 2.1% | +6.1% | 0.178% | |
| 5/11/2024 | Covestor Ltd | 927 | $212K | 0.1% | +12.9% | 0.000% | |
| 5/11/2024 | Elevatus Welath Management | 2,770 | $633K | 0.2% | +73.7% | 0.001% | |
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| 5/11/2024 | Peak Asset Management LLC | 8,830 | $2.02M | 0.4% | -13.1% | 0.004% | |
| 5/11/2024 | Aufman Associates Inc | 149,474 | $34.17M | 24.1% | +0.5% | 0.060% | |
| 5/11/2024 | Beaumont Financial Advisors LLC | 4,035 | $922K | 0.1% | +70.6% | 0.002% | |
| 5/11/2024 | Cynosure Group LLC | 4,110 | $940K | 0.2% | +2.1% | 0.002% | |
| 5/11/2024 | ESL Trust Services LLC | 231 | $53K | 0.0% | N/A | 0.000% | |
| 5/11/2024 | Continental Investors Services Inc. | 1,785 | $405K | 1.0% | +32.6% | 0.001% | |
| 5/11/2024 | Ironwood Investment Counsel LLC | 15,716 | $3.59M | 0.6% | -4.0% | 0.006% | |
| 5/11/2024 | Catalytic Wealth RIA LLC | 6,648 | $1.52M | 0.3% | N/A | 0.003% | |
| 5/11/2024 | Hirtle Callaghan & Co LLC | 5,816 | $1.33M | 0.1% | +1.6% | 0.002% | |
| 5/10/2024 | Osaic Holdings Inc. | 770,191 | $176.14M | 0.4% | -3.5% | 0.311% | |
| 5/10/2024 | Rodgers & Associates LTD | 3,425 | $783K | 0.1% | -14.0% | 0.001% | |
| 5/10/2024 | Fiducient Advisors LLC | 79,555 | $18.19M | 3.6% | -7.7% | 0.032% | |
| 5/10/2024 | TIAA Trust National Association | 907,262 | $207.39M | 0.6% | +8.4% | 0.366% | |
| 5/10/2024 | Vanguard Group Inc. | 460,854 | $105.35M | 0.0% | +5.1% | 0.186% | |
| 5/10/2024 | Nicolet Advisory Services LLC | 37,601 | $8.47M | 0.9% | -13.9% | 0.015% | |
| 5/10/2024 | First Foundation Advisors | 909 | $208K | 0.0% | -18.5% | 0.000% | |
| 5/10/2024 | Motco | 1,250 | $286K | 0.0% | +900.0% | 0.001% | |
| 5/10/2024 | Truepoint Inc. | 3,461 | $791K | 0.0% | -64.0% | 0.001% | |
| 5/10/2024 | Horizon Family Wealth Inc. | 8,408 | $1.92M | 1.5% | +3.6% | 0.003% | |
| 5/10/2024 | Nwam LLC | 29,979 | $6.74M | 0.5% | -17.2% | 0.012% | |
| 5/10/2024 | Gratus Wealth Advisors LLC | 99,036 | $20.87M | 3.8% | -5.4% | 0.040% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 12,931 | $2.96M | 0.2% | -0.7% | 0.005% | |
| 5/9/2024 | Brighton Jones LLC | 11,182 | $2.56M | 0.1% | +2.3% | 0.005% | |
| 5/9/2024 | ProVise Management Group LLC | 2,668 | $610K | 0.1% | -10.9% | 0.001% | |
| 5/9/2024 | Private Portfolio Partners LLC | 25,249 | $5.77M | 1.2% | +0.6% | 0.010% | |
| 5/9/2024 | Orion Portfolio Solutions LLC | 83,409 | $19.07M | 0.2% | -0.9% | 0.034% | |
| 5/9/2024 | Blair William & Co. IL | 50,346 | $11.51M | 0.0% | +10.5% | 0.020% | |
| 5/9/2024 | HBK Sorce Advisory LLC | 1,871 | $428K | 0.0% | +21.0% | 0.001% | |
| 5/9/2024 | Kingsview Wealth Management LLC | 7,016 | $1.60M | 0.0% | +10.0% | 0.003% | |
| 5/9/2024 | Condor Capital Management | 46,573 | $10.65M | 1.0% | +4.6% | 0.019% | |
| 5/9/2024 | Wealthquest Corp | 130,810 | $29.90M | 3.2% | -2.7% | 0.053% | |
| 5/9/2024 | JDM Financial Group LLC | 35,663 | $8.15M | 5.9% | +9.8% | 0.014% | |
| 5/9/2024 | Planning Directions Inc. | 4,076 | $932K | 0.6% | -17.1% | 0.002% | |
| 5/9/2024 | SageView Advisory Group LLC | 22,869 | $5.23M | 0.2% | -16.9% | 0.009% | |
| 5/9/2024 | D Orazio & Associates Inc. | 25,454 | $5.82M | 0.9% | -28.6% | 0.010% | |
| 5/9/2024 | Charles Schwab Investment Advisory Inc. | 1,799,373 | $411.32M | 0.6% | -3.0% | 0.727% | |
| 5/9/2024 | Texas Yale Capital Corp. | 20,379 | $4.66M | 0.2% | +4.4% | 0.008% | |
| 5/9/2024 | Angeles Wealth Management LLC | 1,388 | $317K | 0.0% | -22.8% | 0.001% | |
| 5/9/2024 | Interchange Capital Partners LLC | 893 | $217K | 0.1% | N/A | 0.000% | |
| 5/9/2024 | Eagle Bay Advisors LLC | 1,584 | $362K | 0.2% | +549.2% | 0.001% | |
| 5/9/2024 | Camelot Portfolios LLC | 8,453 | $1.93M | 1.9% | -22.3% | 0.003% | |
| 5/9/2024 | Pettyjohn Wood & White Inc. | 3,000 | $686K | 0.1% | +5.9% | 0.001% | |
| 5/9/2024 | WP Advisors LLC | 19,405 | $4.44M | 1.5% | +13.3% | 0.008% | |
| 5/9/2024 | Koshinski Asset Management Inc. | 63,098 | $14.42M | 1.5% | +456.7% | 0.025% | |
| 5/8/2024 | Schneider Downs Wealth Management Advisors LP | 3,096 | $708K | 0.2% | +8.6% | 0.001% | |
| 5/8/2024 | Cozad Asset Management Inc. | 26,622 | $6.09M | 0.6% | +1.6% | 0.011% | |
| 5/8/2024 | Bell Investment Advisors Inc | 6,144 | $1.40M | 0.3% | -1.4% | 0.002% | |
| 5/8/2024 | MAI Capital Management | 116,342 | $26.60M | 0.3% | +116.8% | 0.047% | |
| 5/8/2024 | Sheets Smith Wealth Management | 1,414 | $323K | 0.0% | N/A | 0.001% | |
| 5/8/2024 | Motley Fool Wealth Management LLC | 6,073 | $1.39M | 0.1% | +13.0% | 0.002% | |
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| 5/8/2024 | Bleakley Financial Group LLC | 53,266 | $12.18M | 0.4% | +0.4% | 0.022% | |
| 5/8/2024 | Heritage Wealth Advisors | 3,838 | $877K | 0.0% | -6.1% | 0.002% | |
| 5/8/2024 | Focused Wealth Management Inc | 41,149 | $9.41M | 1.4% | +5.7% | 0.017% | |
| 5/8/2024 | Avantax Advisory Services Inc. | 253,843 | $58.03M | 0.5% | +1.1% | 0.102% | |
| 5/8/2024 | US Bancorp DE | 368,153 | $84.16M | 0.1% | -10.2% | 0.149% | |
| 5/8/2024 | SP Asset Management LLC | 130,933 | $29.93M | 2.8% | -0.4% | 0.053% | |
| 5/8/2024 | Hohimer Wealth Management LLC | 7,482 | $1.71M | 0.4% | +4.8% | 0.003% | |
| 5/8/2024 | Russell Investments Group Ltd. | 272 | $62K | 0.0% | N/A | 0.000% | |
| 5/8/2024 | Washington Trust Advisors Inc. | 9,144 | $2.09M | 0.2% | -9.1% | 0.004% | |
| 5/8/2024 | QRG Capital Management Inc. | 25,786 | $5.89M | 0.1% | +1.6% | 0.010% | |
